Private Client Services

Private Clients

We offer a range of personalised services to allow you to invest across a range of products including shares, investment trusts, unit trusts, corporate and government bonds.

Advisory

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For investors who wish to control their investment portfolios but also wish to benefit from experienced and qualified investment managers to help reach their chosen objectives.

Discretionary

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For investors who wish to delegate the day to day management of their investment portfolios to our investment managers. We will manage your accounts on the basis of your investment objectives, risks appetite and financial profile.

Execution Only

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For investors who wish to manage their own portfolios and execute transactions without receiving advice.

Safety First

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All clients assets are ringfenced and segregated by First Equity. Custody of assets and cash is held by carefully selected and proven third parties.

Products

We offer a range of personalised services to allow you to invest across a range of products including shares, investment trusts, unit trusts, corporate and government bonds.


Registered Office: 

Salisbury House, London Wall, 

London, EC2M 5QQ. 

 

First Equity Limited is a member of the London Stock Exchange. Authorised and regulated by the Financial Conduct Authority
(FCA No. 124394)

 

Registered in England and Wales, No 2019652

Copyright © First Equity Limited 2017. All rights reserved.

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